Timestamps
00:00 — Introduction and speaker introductions
04:00 — How Clio's practice management platform streamlines firm operations
13:00 — How Legl supports compliance with simplified onboarding and risk management
22:00 — Recent SRA regulatory developments and what they mean for your firm
30:00 — The power of integration: connecting Clio and Legl
36:00 — Q&A and practical next steps
Key Takeaways
- Firms using disconnected tools for practice management and compliance are creating unnecessary risk and admin overhead — an integrated tech stack closes the gaps.
- Recent SRA regulatory developments are raising the bar for compliance, making it critical for firms to have auditable, automated processes rather than manual workarounds.
- The Clio and Legl integration allows firms to embed compliance checks directly into their practice management workflows, reducing duplication and improving the client experience.
